JoeAlderson
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Joined 3 years ago
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Re: Send an email when a date is reached
I have something set up in my app where automated emails are sent to clients when we are waiting on information from them. So we'll request information, then for example 2 weeks later, an email will go out reminding them that we're still waiting for X. I use Notifications for this, which trigger when a record is created or updated and there is a Pipeline that sets a status to overdue for all overdue tasks first thing each morning, that triggers a new task to say we've chased once or twice etc and that triggers the emails. Since we use a table of tasks that act as child records to the main work records, it might not work as effectively in your situation, but there are ways to use pipelines and/or actions to trigger notifications effectively. ------------------------------ Joe Alderson ------------------------------Re: New Forms ~ How Do I enable 'Dynamic Form Rules'
Tabs are called Pages in the new forms, but work in much the same way. I have a page/tab for Admin Data that only certain people/roles can access and set this up like this: That allows all of the users in the roles selected in the first conditions to see the Admin page and everyone else can't. You can use different criteria such as selecting individual users or have pages appear when a specific box has been filled in etc. In your first post I can see you've set up a page for Ticket and a second page for Admin, so if you wanted to hide the Admin page from other users/roles, you can copy the logic from above. Really, the logic is very similar in how you set rules up compared to the old forms, it's just how everything is laid out has changed and in some instances the order in which you apply the logic is in a different order but the end results are the same. ------------------------------ Joe Alderson ------------------------------New Forms - limited form rules
Hi everyone, I've had a play around with the new forms, and there's a few things I'm not keen on. I've found a couple of bugs where rules just won't let you edit them, you have to delete the rule and start again, but that's another story. I have a number of forms with rules that prevent a person from saving a record unless certain other conditions are met. With the new forms, they do look better, and a bit of optomisation to speed them up aside, I think they have a lot of potential. But they are lacking a few features from the legacy forms rules. Does anyone know if there are workarounds? I'd rather avoid adding more and more pipelines as we already have quite a few of those at the moment. But I would be willing to try if that's the only option with the new forms. Specifically at the moment, I need a way to prevent a form being saved and to bring up a popup message when certain conditions are/aren't met. Alternatively, if anyone is aware if those rules are due to be added to the new forms in a coming update, it might be worth me waiting for that update before I continue playing around with the new forms. ------------------------------ Joe Alderson ------------------------------Trigger an Automation without human input
Hello, I am struggling to find a way to trigger an action without human input. The app we have has Compliance work Records and each of these has a number of tasks associated with it. So a record to complete a tax return may have a task where we have sent the return to the client for approval but we are waiting for the client to respond. In our previous software we had tasks that went overdue and on going overdue they could trigger certain actions as required. So in this scenario the tasks would go overdue, complete themselves, send an email to the client reminding them we are awaiting approval and pop in a new task along the lines of Awaiting Approval, Client Chased for example and remove the old task. Currently I have the following Action: Which works perfectly, aside from the fact, it only triggers when someone actually goes into the task and changes something. I need a way for this to trigger without someone going in and updating the record? At present each task has a number of days associated to itself before it goes overdue, some tasks will go overdue and remain there, just overdue, other tasks that go overdue will have Task List ID in the "Next Task When Overdue" field, which corresponds to whichever new task is supposed to be created when the current one goes overdue. I was wondering if there was a way to schedule a pipeline or something to run overnight, which could update a field in every task with todays date for example, and that would then trigger the Action? Or maybe someone has another solution to this issue? It is frustrating the formuals cannot trigger Actions and Pipelines, but I've maanged to work around that so far. Just stumped with this, tried a few things over the last week or so and I think I need someone with more knowledge than I have currently. ------------------------------ Joe Alderson ------------------------------Re: Looking to extract data from a text field
Hi Mike, Yes that's correct, there would only ever be one instance of a tax year in the Summary field, so you would never see the same tax year twice. I could adjust the data in the Summary field to read 2022/9/2022 ; 2023/16/2023. Would that make it easier to extract the text between the tax year? A safe cap would be 30 parts in the Summary field maximum, though it's unlikely to reach that. Probably in practice 20 would be the maximum we would see. ------------------------------ Joe Alderson ------------------------------Looking to extract data from a text field
Hi all, I'm looking for a way to extract text from the middle of a text field where there's a match to data in another field. As an example say I have a record with a field for Tax Year Ending which will be 4 digits i.e. 2021 or 2022 etc. I need to use that field to find matches in another field which will have an ID number followed by a / and then a tax year, but it can have more than one of these. For example if this other field (let's call it Summary) contains the following: "16/2023 ; 9/2022" And the Tax Year Ending in the record is 2022, I need another field to extract "9" from the Summary. If the Tax Year Ending was 2023 then it would need to extract "16" from the Summary. If it's easier to do then it could extract "9/2022" or "16/2023" respectively but it would be cleaner to skip that step if possible. Many Thanks, Joe ------------------------------ Joe Alderson ------------------------------Re: Link pulled into a Formlula Rich Text not working correctly
Hi Mark, It is actually working now, I changed it to a formula rich text and then had to delete the semi-colon at the end so the formula reads: "<a href=" & [Questionniare Link for Emails] & ">" & "Click here" & "</a>" And now the hyperlink works fine. Thanks for your help. ------------------------------ Joe Alderson ------------------------------
